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AS Wealth Management Advisory Board
Blair Schadler
Chief Operating Officer
Roccy DeFrancesco, JD, CAPP™, CMP™
CIO
Joe Maas
Business Consultant
Jim Duggan, JD, MBA
Annuity Specialist
Daniel McDonald
Pension Specialist
John Lalonde
Certified Public Accountant
Sandy Stokes III ,CPA, MBA, MS-Tax, CWPP™
Ad Astra’s team consulting proved to be the tune up we needed to improve our campaign results, and it really shows on our turnover.
Brenda McIntyre
Majestic Vista LLC
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Ready to learn more about AS Wealth Management and why we may be a good fit to help provide better risk-adjusted return portfolios to your clients while simultaneously helping you better market yourself and grow your revenue?
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206-803-6216
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